Description: Performance Engineering Manager in Wachovia Bank’s Credit Operations division focused on new systems and applications engineering and development focused on efficiency gains targeted for M&A Porfolio Activity.
Core Accomplishment: As Performance Engineering Manager, Led team delivering portfolio of applications and an integrated activity-based costing platform saving an estimated $5.1MM per annum and utilized for mergers and acquisitions at $65 billion Southeastern bank headquarters.
Client List: GM Investment Mgmt Corp, Credit Suisse Group, First Union, TRowe Price, JP Morgan Chase
Description: Senior Consultant in KPMG’s World Class Finance Practice delivering large global platform architecture solutions focused on core financial systems architecture, treasury, risk, compliance, analytics and regulatory reporting.
Selected accomplishments:
• As System integration leader for $70 million program supporting Credit Suisse Group Public Listing on NYSE in 1999-2000 and identified and mitigated group wide risks and developed IT Program Portfolio for risk remediation and external reporting and regulatory enhancements (Credit Suisse Group)
• Developed and delivered the business case, new operating model and new analytics solutions for Top 10 Global Bank to migrate to new Global Financial Architecture with with an estimated first-year cost savings in excess of $3 MM per annum. (JP Morgan Chase)
Organization: IBM Global Business Services, IBM Software Group, IBM Systems and Technology Group
Positions: Advanced Consultant>Managing Consultant>Managing Consulting Architect>Senior Managing Consultant and Architect. Other roles: Project Manager and Leader, Strategic Partnership Executive
Client List: Prudential Financial, Morgan Stanley, Goldman Sachs, Wachovia/Wells Fargo
Description: Senior level Technology Architect and Consultant delivering FOAK (First of a Kind solutions) for Financial Services clients for IBM focused on Risk Management and Business Analytics and Intelligence, Data, Software Engineering, Platform Integration, Systems Management, Cloud Computing, and Product Innovation and Development
Selected Accomplishments:
• Led multi-vendor overall solution and integration architecture development for $80M Basel program for a Fortune 50 global bank (Wachovia/Wells Fargo), resulting in 35% improved risk reserves and customer analytical insights in compliance with Basel II for Market, Credit, and Operational Risk
• Led strategic Oracle global partnership program for IBM resulting in 12 new portfolio solutions for the Financial Services Industry, estimated at $500M in new annual revenue
• Led product innovation and development leading to Patent Awards and filings for IBM Software Group and IBM Systems and Technology Group for new products and product enhancements for Software Integration, Systems Management and Automation, and Cloud services automation reducing in system efficiency and cost savings improvements of 50-60%
• Led architectural design and planning for new business model, infrastructure platform model and data integration for leading global securities and trading firm resulting in 75% efficiency gains and cost savings and 35% in processing improvements (Morgan Stanley)
• Led the design, development, and implementation of a tactical reporting solution in support of NASD 3013 securities regulation for CEO (Henry Paulson) Certification at a global top-three Investment Management firm (Goldman Sachs). Solution was delivered in a 3 month time frame, and was implemented for Divisional Line of Business Managers for Q2, Q3, and Q4 reporting in support of 2005 CEO Certification ahead of schedule.
IBM Software Group - Rational and Tivoli Integration and Engineering. Led Development and Engineering to integrate two IBM Product Line offerings. Identified integration points and product enhancements across the Rational and Tivoli Product Portfolios and added new product enhancements for GA release. In addition, one of the solutions, (JAVA API Recorder) was submitted for a patent disclosure.
Led overall enterprise architecture solution development for $3M enterprise-wide initiatives for a retail bank and an additional 27 European project solutions. Managed three direct and 10 indirect technical professionals, developers, engineers and architects that provided global service delivery oversight. Directed the design of regional platforms, development of major IT systems and software engineering. Crafted corporate plans, designs and enterprise business and technology systems, infrastructure, applications, middleware and datacenter including HA/DR.
Technology strategy development, contributions and accomplishments led to turnaround on this troubled account which led to new 5-year $400M strategic outsourcing contract extension that interfaced with client C-level leadership. As trusted advisor, improved and changed overall relationship with banks CxO. Provided overall direction, technology and leadership, set business and IT strategy development, and delivered full five-year enterprise technology, datacenter, network, application development, core systems and IT Service Management Roadmaps. Provided E2E enterprise architecture and IT governance and services for all domains and services.
Led global IBM Executive CxO lab services team for critical system outage analysis, resiliency, risk assessment and emerging HA and DR technology solutions and implementations. Trusted advisor to high profile financial services clients. Set risk assessment models, Best Practices and E2E architecture assessment workshops. Presented findings and recommendations to CxOs and executed strategic plans based on client needs.
• Delivered $2M in added infrastructure sales.
Expanded $250M pipeline and drove solution designs for enterprise architecture, core systems, integration, cloud, big data analytics, artificial intelligence, mobile infrastructure, enterprise risk management, systems management and automation, enterprise security products and business and technology services consulting. Led enterprise technology strategy definition and development and overall architecture and planning blueprint workshops. Responsible for and owned IBM technical account strategy and planning at managing director level. Governed and led overall critical situation monitoring, mitigation and resolution across all technical teams.
• Piloted creation of cloud strategy and architecture. • Elevated quality of service by 30%. .
• Captured $3M claw-back in IBM DataPower sales.
• Led design, creation and piloted development of FOAK (First of a Kind) IBM Open Stack Cloud Computing solution.
Responsible for the development of definitions and the building of an enterprise architecture program for a large healthcare provider in Massachusetts. Optimized the network, through new network architecture and vendor selection analysis by analyzing business stakeholder needs, selecting the needed solutions and negotiating and working with critical vendors. Maximized business value for both the company and customer by driving IT transformations.
• Completed provider’s IT strategy transition for $1B modernization. Drove provider’s transition to world-class infrastructure built on $700M Epic
• Oversaw 29-point enterprise network assessment for $34M Cisco solution.
• Implemented new organization and governance structure.
Strategic mentor and guide for the overall business and technology strategy, architecture, roadmaps, development and technology team leadership. Created Blockchain technology stack for market introduction. Identified and engaged cloud hosting providers to implement solutions in their cloud environments. Partnered with the CEO/Founder and CMO in nurturing client opportunities, team and organization development and boosting business development revenue streams.
• Developed technology strategy, product stack architecture and technology roadmap.
• Built initial customer pipeline of $2M with CEO/Founder and CMO.
• Co-developed and delivered customer consulting engagement model.
Sought after resource that strategically defines, develops and re-defines a new financial business in four global business groups. Sets technology infusions in Enterprise, Carrier and Consumer Business, Cloud Division and R&D. Successfully drives implementations to meet strategic goals and objectives. Positions new business organization for emerging technologies.
• Fueled two-year revenue infusion forecasted at $500M.
• Implemented new organization and governance structure.
• Developed product stack architecture and roadmap.
• Propelled 154% increase in revenue.